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Salary: USD 130,000 - 175,000 / annual
iCapital is seeking an experienced Business Development professional to join the Relationship Management team and drive enterprise growth in the US wealth RIA channel. You will identify and develop new enterprise opportunities with both new clients and prospects within the existing client base, working closely with Client Management and internal specialists.
Key responsibilities include:
- Support the team in identifying and driving new enterprise opportunities, with close alignment to Client Management teams
- Promote a consultative approach to identify and acquire new enterprise accounts across iCapital's full proposition
- Educate clients on the depth of iCapital's technology capabilities in alternative investments, structured investments, and annuities
- Provide detailed pipeline updates and reports to Client Management and internal stakeholders
- Communicate client and prospect feedback to improve solution delivery and client experience
- Lead platform and system demonstrations for prospects, lead RFP responses, and collaborate on client launches and strategic initiatives
- Help develop pitch decks, market analysis, strategy, contract negotiation, and implementation efforts
You will work Monday-Thursday in the New York office with Friday remote flexibility. This role requires 5+ years of business development or relationship management experience in financial services or fintech, with proven ability to commercialize complex, multi-faceted products for sophisticated clients. Strong domain expertise in alternative investments, structured investments, and annuities is essential. You should have a demonstrated track record building relationships with senior decision makers, experience in dynamic entrepreneurial environments, and ability to organize cross-product client coverage. Series 7 and 63 licenses are preferred.
